We can apply conditional formatting based on the current month/quarter/year and the CF rule will automatically get applied based on the current month/year/quarter in both Inforiver Reporting Matrix and Inforiver Writeback Matrix. For example, let us say that the Current Month is August and we want the conditional formatting to highlight the month of August column/row. So, the August month row/column will have CF rule applied on it automatically and when the Current Month updates to the next month i.e. September then it would highlight the September column/row. This is very similar to what we can achieve using Power BI DAX but it is extremely simple when using Inforiver and plus it is no-code solution so there is no need to write any complex DAX formulas.
Let us understand with an example.
In the below report I want to highlight the current month and so first we select Conditional Formatting option and under that the Create Rule option:
Next, we can select Column Headers under Apply to since we want to apply the CF Rule to the column headers:
Under the If Condition we can select Month and set the 'is in this' condition:
And select month filter to signify the current month:
Now when we apply the CF Rule it will get displayed in the current month and since the current month is August as of now it will only get applied in August:
And this rule will automatically get upgraded to the next month i.e. September once September becomes the Current Month.
FAQs:
Can't we achieve the same thing using Power BI DAX?
Yes, we can achieve this using Power BI DAX however it involves writing complex DAX formulas whereas the process in Inforiver is very straightforward and easier to achieve.
Can this be applied even for Quarters and Years?
Yes, these rules can be applied for both years and quarters.
Is this feature only available in Reporting Matrix and Writeback Matrix?
Yes, it is only available in Reporting Matrix and Writeback Matrix.
